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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,421 | $77,905+30.2% | $149,682-32.2% | $75,173+34.9% |
| Participation rate | 60.0% | 65.6%-5.6pp | 78.8%-18.8pp | 67.2%-7.2pp |
| Annual return | 18.63% | 31.72%-13.1pp | 134.35%-115.7pp | 160.65%-142.0pp |
| Employer contribution / active EE | $1,724 | $3,138-45.1% | $4,818-64.2% | $2,670-35.5% |
| Participant deferral / active EE | $4,926 | $3,411+44.4% | $5,681-13.3% | $4,126+19.4% |
| Admin fee / account holder | $807 | $5,957-86.4% | $13,210-93.9% | $5,651-85.7% |